U S WEALTH GROUP, LLC.
Q1 2025 13F Holdings
- Locationwoodbury, NY
- Num holdings
40
- Value ($000)
$126,198
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001554427
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GLD Streettracks Gold TRUST | COMMON STOCK | 863307104 | $19.89M | 16 % | 69,027 | ||
TLT TLT | ETF | 464287432 | $8.11M | 6 % | 89,073 | ||
IEF IEF | ETF | 464287440 | $8.08M | 6 % | 84,690 | ||
AGG Ishares Tr Lehman Bd Fd | COMMON STOCK | 464287226 | $7.96M | 6 % | 80,443 | ||
AAPL Apple Computer Inc | COMMON STOCK | 037833100 | $5.98M | 5 % | 26,917 | ||
NVDA Nvidia Corp | COMMON STOCK | 67066G104 | $4.95M | 4 % | 45,711 | ||
SCHX Schwab US Large Cap Etf | ETF | 808524201 | $4.90M | 4 % | 221,739 | ||
MSFT Microsoft Corp | COMMON STOCK | 594918104 | $4.48M | 4 % | 11,944 | ||
META Facebook Inc Class A | COMMON STOCK | 30303M102 | $3.95M | 3 % | 6,849 | ||
GOOGL Alphabet Inc. | COMMON STOCK | 02079K305 | $3.78M | 3 % | 24,456 |
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